# ISHARES U S ETF TR (COMT)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/COMT/

- Reporting holders: 6
- Reported value: $3.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Aletheian Wealth Advisors LLC](https://holderbook.com/funds/1922281-aletheian-wealth-advisors-llc/) | $2.3M | 63,181 | 0.9% | 8 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $810.9K | 21,999 | 0.2% | 24 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $367.9K | 9,980 | 0.0% | 11 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $107.9K | 2,926 | 0.0% | 16 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $20.5K | 555 | 0.0% | 17 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $321 | 9 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $3.6M |
| Q2 2026 | 161 | $414.4M |
| Q1 2026 | 168 | $484.6M |
| Q4 2025 | 133 | $225.5M |
| Q3 2025 | 141 | $265.3M |
| Q2 2025 | 141 | $250.1M |
| Q1 2025 | 144 | $291.9M |
| Q4 2024 | 149 | $261.6M |
| Q3 2024 | 146 | $493.0M |
| Q2 2024 | 163 | $853.4M |
| Q1 2024 | 156 | $413.6M |
| Q4 2023 | 178 | $409.2M |